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EverSource Wealth Advisors’s WEC Energy WEC Stock Holding History

EverSource Wealth Advisors’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$531K Buy
4,584
+411
+10% +$46.2K 0.02% 585
2025
Q4 		$440K Buy
4,173
+1,358
+48% +$150K 0.02% 582
2025
Q3 		$323K Buy
2,815
+516
+22% +$55.9K 0.01% 693
2025
Q2 		$240K Buy
2,299
+562
+32% +$59.8K 0.01% 786
2025
Q1 		$189K Buy
1,737
+670
+63% +$68.4K 0.01% 682
2024
Q4 		$100K Buy
1,067
+96
+10% +$9.31K 0.01% 896
2024
Q3 		$93.4K Buy
971
+125
+15% +$11.1K 0.01% 813
2024
Q2 		$72.8K Buy
846
+39
+5% +$3.17K ﹤0.01% 922
2024
Q1 		$66.7K Buy
807
+267
+49% +$21.5K 0.01% 864
2023
Q4 		$45.4K Buy
540
+308
+133% +$25.4K ﹤0.01% 937
2023
Q3 		$18.7K Sell
232
-517
-69% -$44.9K ﹤0.01% 1152
2023
Q2 		$66.1K Buy
749
+61
+9% +$5.64K 0.01% 726
2023
Q1 		$65.2K Buy
688
+73
+12% +$6.76K 0.01% 685
2022
Q4 		$57.7K Buy
615
+151
+33% +$14K 0.01% 707
2022
Q3 		$42K Buy
464
+281
+154% +$28.7K 0.01% 680
2022
Q2 		$19K Sell
183
-323
-64% -$32.7K ﹤0.01% 848
2022
Q1 		$51K Sell
506
-76
-13% -$7.18K 0.01% 465
2021
Q4 		$57K Buy
+582
New +$53.2K 0.02% 402

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EverSource Wealth Advisors's WEC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its WEC Energy (WEC) stake by 9.8% in Q1 2026, buying an estimated $46.2K and bringing the position to 4,584 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #585.

EverSource Wealth Advisors first reported a position in WEC in Q4 2021 and has held it in 18 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • EverSource Wealth Advisors held 4,584 shares of WEC Energy worth $531K as of Q1 2026.
  • EverSource Wealth Advisors bought 411 WEC Energy shares in Q1 2026, an estimated $46.2K.
  • WEC Energy made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #585 holding.
  • EverSource Wealth Advisors first reported a position in WEC Energy in Q4 2021 and has held it in 18 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.